2024-02-13T12:25:31-06:00 2023-09-30 FORVIS LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2022-10-01 440552486 ALPHAPOINTE % REINHARD MABRY ALPH 8164215848 7501 PROSPECT AVENUE KANSAS CITY MO 64132 REINHARD MABRY PRESIDENT AND CEO 8164215848 2024-02-15 true REINHARD MABRY XXX-XX-XXXX Michael J Engle P00482834 8162216300 2024-02-15 3 2022 2023-04-26 12:10:37Z REINHARD MABRY 7501 PROSPECT AVENUE KANSAS CITY MO 64132 66427319 false X WWW.ALPHAPOINTE.ORG X 1911 MO EMPLOY PEOPLE WHO ARE BLIND AND PROVIDE REHABILITATION SERVICES TO THE VISUALLY IMPAIRED. 18 17 449 549 0 0 15851269 12542909 49230195 52363131 463459 46760 439036 196406 65983959 65149206 0 0 0 0 17325155 18883343 0 0 0 42260956 46419385 59586111 65302728 6397848 -153522 66593380 70377944 32226015 35839138 34367365 34538806 X EMPOWERING PEOPLE WITH VISION LOSS TO ACHIEVE THEIR GOALS AND ASPIRATIONS. false false 59452535 0 52559537 ALPHAPOINTE PROVIDES EMPLOYMENT AND OTHER OPPORTUNITIES FOR INCREASED INDEPENDENCE TO BLIND AND VISUALLY IMPAIRED PEOPLE BY SUPPLYING PRODUCTS AND SERVICES WITHIN THE U.S. ABILITYONE COMMISSION AND OTHER FEDERAL, STATE AND COMMERCIAL MARKETS. ALPHAPOINTE PROVIDED MANUFACTURING, ASSEMBLY, SERVICE, CONTACT CENTER, CUSTOMER SUPPORT, CLERICAL, AND RELATED EMPLOYMENT TO 196 LEGALLY BLIND PERSONS DURING THE FISCAL YEAR. AT YEAR END, ALPHAPOINTE EMPLOYED 98 BLIND AND 85 SIGHTED WORKERS IN ITS KANSAS CITY OPERATIONS, 96 BLIND AND 76 SIGHTED WORKERS IN ITS NEW YORK CITY OPERATIONS, AND 2 BLIND AND 10 SIGHTED WORKERS AT ITS TWO MILITARY BASE STORES. (SEE CONTINUATION ON SCHEDULE O) 59452535 true true false true false false false false false true true false false true true false false true false false false false false false false false false false false true true false false false false false false false false false true false false false false true true true true false false true 116 0 true 449 true false false false false false false false false false false false false X 18 17 false false false false false false false true true false false true true true true true true true false false NY X REINHARD MABRY 8164215848 7501 PROSPECT KANSAS CITY MO 64132 X REINHARD MABRY CEO AND PRESIDENT 40.0 2.0 X 373222 0 23916 JEFFREY MCHENRY CFO 40.0 0.0 X 179338 0 35511 RYAN WILLIAMS CHIEF OPERATING OFFICER 40.0 0.0 X 168557 0 41632 ROBERT COWAN III VP OF OPERATIONS 40.0 0.0 X 149829 0 35636 CARROLL FOREMAN JR GENERAL MANAGER NY 40.0 0.0 X 137387 0 33967 BRENDA MEE DIR. BUS. DEVELOPMENT 40.0 0.0 X 140415 0 28893 STANLEY WRIGHT VP OF INFORMATION TECHNOLOGY 40.0 0.0 X 128338 0 38534 GINA GOWIN DEV AND PROGRAM OFFICER 40.0 1.0 X 142438 0 13854 AMY GOODE TREASURER 1.0 0.0 X X 0 0 0 SHEILA SECK CHAIRPERSON 1.0 1.0 X X 0 0 0 BRIG GEN RET MARK O'NEILL SECRETARY 1.0 0.0 X X 0 0 0 MARC BAILIN DIRECTOR 1.0 0.0 X 0 0 0 ED MARQUETTE PAST CHAIR 1.0 1.0 X 0 0 0 JEFF LYNCH IMMEDIATE PAST CHAIR 1.0 1.0 X X 0 0 0 JOE DANOWSKY DIRECTOR 1.0 0.0 X 0 0 0 DANNY DAVIES 1ST VICE CHAIR 1.0 0.0 X X 0 0 0 JACK MUHLSTEIN DIRECTOR 1.0 0.0 X 0 0 0 PAUL HEDDINGS DIRECTOR 1.0 0.0 X 0 0 0 TRENT GRISSOM DIRECTOR 1.0 1.0 X 0 0 0 AMANDA KUMMA-REEVES DIRECTOR 1.0 1.0 X 0 0 0 ANTHONY VALVO DIRECTOR 1.0 0.0 X 0 0 0 JERON RAVIN DIRECTOR 1.0 0.0 X 0 0 0 LYNN PARMAN DIRECTOR 1.0 0.0 X 0 0 0 PEYTON OWEN JR DIRECTOR 1.0 0.0 X 0 0 0 ANN-MARIE BIRNS DIRECTOR 1.0 0.0 X 0 0 0 MAJOR GENRET MICHAEL LYNCH 2ND VICE CHAIR 1.0 1.0 X 0 0 0 GRANT GOODING SECRETARY 1.0 1.0 X 0 0 0 1419524 0 251943 16 false true false KUTAK ROCK LLP PO BOX 30057 OMAHA NE 681031157 LEGAL 138645 BPP TANGO INDUSTRIAL LF1 REIT LLC PO BOX 208226 DALLAS TX 75320 RENT 160190 2 64984 12305132 172793 12542909 AbilityOne Related Sales 900099 39595905 39595905 Commercial Sales 900099 9703093 9703093 Rehabilitation & Education Services 624310 1369203 1369203 E-Commerce Sales 900099 1542209 1542209 MANAGEMENT FEE INCOME 561000 152721 152721 52363131 124797 124797 0 0 0 0 0 1182576 17500 1249485 28628 -66909 -11128 -78037 -78037 0 0 0 0 0 0 0 0 0 Other Income 900099 196406 196406 196406 65149206 52559537 0 46760 0 0 0 0 863319 733821 129498 0 12678056 10651520 2026536 399357 335588 63769 3773545 2870547 902998 1169066 1007192 161874 0 140620 140620 185453 185453 0 0 29279 29279 2159398 1638272 521126 71225 35081 36144 131038 84303 46735 201385 26617 174768 0 1117874 1077053 40821 494969 261556 233413 0 0 1095225 1060092 35133 0 2400539 2232174 168365 394112 394106 6 Cost of Materials 33626496 33626496 0 Outbound Freight & Shipping 2353698 2353698 0 Repairs & Maintenance 714224 425127 289097 Dues & Subscriptions 234247 56434 177813 1069603 582858 486745 65302728 59452535 5850193 0 130413 346877 762587 318521 0 0 7168595 6033939 0 0 0 0 0 0 10605164 11283452 591504 1052626 62584347 22631733 38512786 39952614 3771154 4663556 0 0 0 0 2543338 2338706 2507839 4387653 66593380 70377944 6519669 5392705 0 0 542746 185710 23273093 21883190 0 0 0 0 0 0 0 0 1890507 8377533 32226015 35839138 X 29309479 28289878 5057886 6248928 34367365 34538806 66593380 70377944 X -153522 369928 -44965 X false true X true false X 13487093 12426861 10742916 15851269 12542909 65051048 45577249 52901189 50608067 49230195 52363131 250679831 0 0 0 59064342 65328050 61350983 65081464 64906040 315730879 424863 615229 554533 4371355 64984 6030964 18172767 25048007 22898493 19987031 24699426 110805724 18597630 25663236 23453026 24358386 24764410 116836688 198894191 96603 181086 489726 107366 124797 999578 0 96603 181086 489726 107366 124797 999578 0 127159 179923 337803 439036 196406 1280327 59288104 65689059 62178512 65627866 65227243 318010784 0.62543 0.63644 0.00314 0.00410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 0 0 0 0 65302728 67205204 65302728 67205204 1000000 1000000 250000 250000 1000000 1000000 1000000 1000000 4000000 6000000 0 0 0 0 0 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 SCHEDULE C, PART II-A, LINE A ALPHAPOINTE FOUNDATION 7501 PROSPECT AVENUE KANSAS CITY, MO 64132 EIN: 32-0330530 EXPENSES: $494,012 EXCESS LOBBYING: NONE RIGHTFULLY SEWN INC 7501 PROSPECT AVENUE KANSAS CITY, MO 64132 EIN: 85-3519547 EXPENSES: $1,408,464 EXCESS LOBBYING: NONE 650650 41274 691924 769551 -116354 2547 650650 789071 96135 113000 2655 769551 765839 63132 37500 2400 789071 748701 44503 25000 2365 765839 0.96040 0.03960 false true true 5557214 5557214 37130036 10150102 26979934 118788 118788 0 18982002 12362843 6619159 796307 0 796307 39952614 Interest Rate Swap 731682 BENEFICIAL INTEREST IN TRUSTS 1939865 INTERCOMPANY RECEIVE/PAYABLE 1379276 RIGHT OF USE ASSET 336830 4387653 0 Line of Credit 1554135 LEASE LIABILITY 342778 REFUNDABLE ADVANCE LIABILITY 6480620 8377533 SCHEDULE D, PART V, LINE 4 THE ORGANIZATION INTENDS TO USE ITS ENDOWMENT FUNDS AND RELATED INVESTMENT RETURNS AS NECESSARY TO PROVIDE COMPETITIVE AND LONG TERM EMPLOYMENT FOR THE VISUALLY IMPAIRED. THIS COULD INCLUDE CAPITAL PROJECTS, FACILITY OR BUSINESS EXPANSION, OR TO SUPPORT FINANCIALLY CHALLENGED OPERATIONS OR SERVICES DURING PERIODS OF BUSINESS DOWNTURNS. SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. X true true X X false false false false false false false false false REINHARD MABRY CEO AND PRESIDENT 263710 0 50000 0 59512 0 12298 0 11618 0 397138 0 0 0 JEFFREY MCHENRY CFO 167699 0 11639 0 0 0 2586 0 32925 0 214849 0 0 0 RYAN WILLIAMS CHIEF OPERATING OFFICER 156026 0 11049 0 1482 0 3700 0 37932 0 210189 0 0 0 CARROLL FOREMAN JR GENERAL MANAGER NY 132421 0 4966 0 0 0 2890 0 31077 0 171354 0 0 0 ROBERT COWAN III VP OF OPERATIONS 139044 0 9910 0 875 0 2191 0 33445 0 185465 0 0 0 BRENDA MEE DIR. BUS. DEVELOPMENT 136048 0 4367 0 0 0 2967 0 25926 0 169308 0 0 0 STANLEY WRIGHT VP OF INFORMATION TECHNOLOGY 116691 0 8603 0 3044 0 2854 0 35680 0 166872 0 0 0 GINA GOWIN DEV AND PROGRAM OFFICER 134335 0 8103 0 0 0 1976 0 11878 0 156292 0 0 0 SCHEDULE J, PART I, LINE 1A REINHARD MABRY RECEIVES TAX GROSS-UP PAYMENTS THAT ARE INCLUDED IN TAXABLE INCOME. A BUILD NYC RESOURCE CORPORATION 454040561 2017-06-16 18850000 SEE PART VI false false false B INDUSTRIAL REVENUE DEV AUTHORITY - KANSAS CITY 431557670 2017-06-28 5679325 SEE PART VI false false false A 2755644 0 18850000 0 0 0 396243 0 0 18453757 0 0 2019 false false true true B 2497905 0 5679325 0 0 0 113433 0 1425000 0 4140892 0 2017 true false true true A false false false false 0.00000 0.00000 0.00000 false false 0.00000 false true B false false false false 0.00000 0.00000 0.00000 false false 0.00000 false true A false false false false true false 0 false 0 false true B false false false false true false 0 false 0 false true A true B true SCHEDULE K, PART I, LINE A, COLUMN F THE BUILD NYC RESOURCE CORPORATION BOND WAS ISSUED FOR THE PURPOSE OF FINANCING THE PURCHASE AND RENOVATION OF LAND AND BUILDINGS. SCHEDULE K, PART I, LINE B, COLUMN F THE INDUSTRIAL REVENUE DEVELOPMENT AUTHORITY OF KANSAS CITY BOND WAS ISSUED FOR THE PURPOSE OF REFINANCING A PRE-EXISTING BOND AND TO PURCHASE EQUIPMENT FOR NEW ACTIVITY. SEE PART V SCHEDULE L, PART IV, LINE 1 A. GOLDEN FORTUNE INDUSTRIES, LLC B. JACK MUHLSTEIN IS A DIRECTOR OF ALPHAPOINTE AND A GREATER THAN 35% OWNER OF GOLDEN FORTUNE. C. $513,842 D. PROVIDING LOGISTICAL SERVICES AND PURCHASING AND STORING INVENTORY. E. NO FORM 990, PART III, LINE 4A MOST JOBS ENTAIL THE MANUFACTURE OR ASSEMBLY OF PRODUCTS SUCH AS JANITORIAL, MEDICAL PLASTICS, OFFICE PRODUCTS, AND MILITARY TEXTILES FOR THE FEDERAL GOVERNMENT AND THE NEW YORK STATE USE PROGRAM. IN ADDITION, BLIND JOBS WERE CREATED BY FULFILLING FEDERAL AND STATE CONTRACT SERVICES SUCH AS WAREHOUSING, CALL CENTER, CONTRACT AUDIT, AND OPERATING MILITARY BASE SUPPLY STORES. ALPHAPOINTE PURSUES PRODUCT SALES AND SERVICE OPPORTUNITIES WITH STATE GOVERNMENTS AND IN THE COMMERCIAL MARKETPLACE WHICH COMPLEMENT THE PRODUCTS AND SERVICES ALREADY BEING PROVIDED THROUGH FEDERAL CHANNELS. ALL BUSINESS LINES PERFORMED BY ALPHAPOINTE INVOLVE BLIND LABOR. THE COMMERCIAL BUSINESS IS PRIMARILY OCCURRING WITHIN THE PLASTIC MANUFACTURING, TEXTILE SEWING AND CALL CENTER OPERATIONS. ALPHAPOINTE PROVIDES COMPREHENSIVE REHABILITATION, EDUCATION AND ACTIVITIES FOR ALL AGES OF PEOPLE WHO ARE BLIND AND VISUALLY IMPAIRED. DURING THE 2023 FISCAL YEAR, WE SERVED 4,165 INDIVIDUALS. ALPHAPOINTE'S COMPREHENSIVE SERVICES INCLUDE PERSONALIZED INSTRUCTION IN ADAPTIVE TECHNOLOGY, BRAILLE, ORIENTATION AND MOBILITY, DAILY LIVING SKILLS, DIABETES EDUCATION, COLLEGE PREP, AND JOB PLACEMENT SERVICES PROVIDED TO 554 PEOPLE. CLINICAL SERVICES INCLUDE TWO LOW VISION CLINIC PRACTICES PROVIDING EXAMS, NEURO-OPTOMETRY, OCCUPATIONAL THERAPY, VISION THERAPY, DEVICES, AND INSTRUCTION TO 2,652 ADULTS AND SENIORS IN THEIR HOME OR AT ALPHAPOINTE. A TOTAL OF 292 CHILDREN AND YOUTH PARTICIPATED IN ADVENTURE AND TECHNOLOGY CAMPS, AND ONGOING YOUTH DEVELOPMENT EDUCATION AND PROGRAMMING. ANOTHER 1,291 INDIVIDUALS RECEIVED REFERRALS, GUIDANCE AND EDUCATIONAL PROGRAMS REGARDING THEIR VISION LOSS. THE AGENCY RECEIVED 10,981 HOURS OF VOLUNTEER SERVICES FOR THOSE BEING SERVED BY ALPHAPOINTE. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES AND REVIEWS THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL. ANY QUESTIONS OR CONCERNS THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. A COPY OF THE 990 IS THEN PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL PRIOR TO FILING. THE AUDIT COMMITTEE REPORTS DIRECTLY TO THE BOARD OF DIRECTORS ON THE STATUS OF THEIR REVIEW. A FINAL COPY IS ALSO MADE AVAILABLE TO THE BOARD OF DIRECTORS FOLLOWING REVIEW BY THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C AT THE TIME OF HIRE OR ELECTION (IN THE CASE OF DIRECTORS) AND ANNUALLY THEREAFTER, THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES SHALL PROVIDE THE APPLICABLE CONFLICT OF INTEREST DISCLOSURES WHICH SHALL BE COMPLETED TO IDENTIFY ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH IT IS BELIEVED A CONFLICT MAY ARISE. IF A CONFLICT ARISES, THE OFFICER, DIRECTOR, OR KEY EMPLOYEE ABSTAINS FROM THE VOTE OF THE CONFLICTED POSITION. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S CEO COMPENSATION IS REVIEWED AND UPDATED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE USES COMPARABILITY DATA OF SIMILAR ORGANIZATIONS WHEN DETERMINING COMPENSATION AND DOCUMENTS ITS DECISION PROCESS. ONCE DETERMINED THE COMPENSATION OF THE CEO IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15B THE COMPENSATION OF THE OTHER OFFICERS WAS APPROVED BY THEIR RESPECTIVE SUPERVISOR. IT WAS BASED ON BOTH A WRITTEN JOB PERFORMANCE EVALUATION AND A FORMAL COMPENSATION SYSTEM BUILT FOR THE ENTIRE ORGANIZATION UTILIZING THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT GROUP. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 Change in value of interest rate swap $ 81,790 Change in Beneficial Interest In Trust $ 81,918 Transfer to Rightfully Sewn, Inc. $ (208,673) -------------- Total $ (44,965) PROSPECT AVENUE HOLDINGS 7501 PROSPECT AVE KANSAS CITY MO 64132 863099827 REAL ESTATE MO 0 817465 ALPHAPOINTE ALPHAPOINTE FOUNDATION 7501 PROSPECT AVE KANSAS CITY MO 64132 320330530 FUNDRAISING MO 501(C)(3) 12A ALPHAPOINTE true RIGHTFULLY SEWN INC 7501 PROSPECT AVE KANSAS CITY MO 64132 853519547 SEE PART VII MO 501(C)(3) 7 ALPHAPOINTE true CHARITABLE REMAINDER TRUST (1) CHARITABLE TRUST MO NA true false false true false false false false false false true false false true true true false true true false ALPHAPOINTE FOUNDATION C 64984 FMV ALPHAPOINTE FOUNDATION O 329142 FMV ALPHAPOINTE FOUNDATION Q 99886 FMV RIGHTFULLY SEWN R 208673 FMV SCHEDULE R, PART II, LINE 2, COLUMN B RECRUITING AND TRAINING DISADVANTAGED PEOPLE IN SEWING.